Paralegal
- Independently review and validate trusts, powers of attorney, deeds, and divorce documents for completeness and compliance with credit union requirements, escalating legal interpretation issues to the Chief Legal Officer as appropriate.
- Assist with the review and drafting of all contracts and other legal documentation.
- Manage third-party vendor files and compliance using Nvendor software (training provided if needed). Exercise significant autonomy in identifying and resolving vendor-related compliance issues.
- Maintain accurate records of correspondence and legal documents, including contracts.
- Prepare legal documents and assist with policy drafting and implementation as needed.
- Maintain accurate records of all policies.
- Serve as a resource for internal staff across departments and, on occasion, coordinate with outside counsel on specific matters.
- Stay current on legislative and regulatory changes affecting the credit union and its subsidiaries. Provide regular summaries or reports as requested.
- Support compliance with NCUA regulations, and applicable federal laws (e.g., GLBA, privacy, vendor due diligence expectations).
- Assist with examination support, including document collection and regulatory requests.
- Perform other job-related duties as assigned.
- Strong attention to detail.
- Excellent drafting, proofreading, and oral communication skills.
- Ability to work independently and prioritize tasks, workload and manage time in a fast-paced environment.
- Sound business acumen and critical thinking skills.
- Ability to interact professionally with individuals at all levels of the organization and influence others to accept approaches and practices.
- Self-sufficiency in performing administrative tasks.
- Understand and comply with all legal and ethical principles.
- Ability to manage conflicting deadlines tied to business needs and regulatory requirements.
- Accountability for accuracy, timeliness, and escalation of risk.
- Familiarity with artificial intelligence (AI) tools and their practical applications in legal research, document review, or workflow automation is preferred.
- Associate or Bachelor’s degree.
- Minimum 3–5 years of relevant experience in an in-house corporate law department and/or law firm, or equivalent combination of education and experience.
- North Carolina paralegal certification preferred.
- Experience in real estate and estate planning preferred.
- Experience with contract management platforms (preferred, not required; training provided).
- Advanced proficiency with Microsoft Office Suite (Outlook, Word, Excel, PowerPoint).
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